See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,473 | $58,851+28.2% | $115,157-34.5% | $72,985+3.4% |
| Participation rate | 70.0% | 65.5%+4.5pp | 75.9%-5.9pp | 69.5%+0.5pp |
| Annual return | 14.45% | 23.16%-8.7pp | 35.60%-21.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $3,414 | $1,798+89.9% | $3,179+7.4% | $2,440+39.9% |
| Participant deferral / active EE | $920 | $2,643-65.2% | $4,168-77.9% | $3,607-74.5% |
| Admin fee / account holder | $371 | $6,370-94.2% | $7,088-94.8% | $5,124-92.8% |